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13 May 2025

Financial Markets

The Baht hit a 7-month high but later weakened on the FOMC meeting outcome, while the SET closed above 1,200 points at the end of the week

คะแนนเฉลี่ย
  • The Thai stock market fluctuated but closed higher at the end of the week as the US announced a breakthrough deal with the UK.
        The SET tumbled early in the week, as dragged by sell-offs of energy stocks following the falling global oil prices, plus tourism stocks following a decrease in the number of international tourists and domestic-play stocks as Thailand’s inflation turned negative in April 2025. However, the SET rebounded midweek following the purchases of foreign investors and domestic institutional investors, supported by the news that China plans to launch an economic stimulus package, and the fact that the US and China will hold trade talks this weekend.  
 
        The SET pared gains somewhat later after having responded to such positive factor, while investors assessed that US-China trade talk needs to be monitored closely due to the uncertainties. However, the SET surged again at the end of the week in line with other regional bourses, boosted by the news that the US has reached a breakthrough trade deal with the UK (but the UK will still be subject to 10% baseline tariff).
  • On Friday, May 9, 2025, the SET closed at 1,210.94 points, up 1.00% over-week. The average daily trading value was THB45,315.49 million, up 10.58% over-week. The mai closed at 254.25 points, up 0.31% over-week.
  • May 12-16, 2025, KSecurities expects the SET to have support at 1,195 and 1,185 points, but resistance at 1,220 and 1,230 points, respectively. KResearch advises investors to watch key factors, including 1Q-2025 performance results of Thailand’s listed companies, trade negotiations between US and its trading partners particularly China, and foreign fund flows. The US economic data that warrant close monitoring include April CPI, PPI, Industrial Production, Retail Sales, Housing Starts, plus Weekly Jobless Claims. Close attention must also be paid to GDP report for 1Q-2025 of UK, Eurozone and Japan, plus March Industrial Production of UK, Eurozone and Japan.  

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Financial Markets